Bhoomi Vasani
Priority Relationship Manager | 10+ Yrs in Banking | HNI Portfolio Mgmt | Wealth Advisory | CASA, Loans & Insurance Sales | KYC/AML Expert
- Role
- Priority Relationship Manager at Standard Chartered
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Bhoomi Vasani
A dynamic and result-driven banking professional with over a decade of experience across…
Experience
Priority Relationship Manager
Nov 2023 — Present · Mumbai, IN
Managed and expanded HNI client portfolios with retention-focused strategies.Delivered personalized investment solutions post risk-profiling sessions.Achieved KPIs in SA EOP, mortgages, and insurance revenue.Cross-sold bank products including loans, insurance, and mutual funds.Executed sales campaigns aligned with national banking goals.Trained new team members on CRM, compliance, and engagement.Maintained 100% documentation and KYC/AML compliance.Used CRM to track sales metrics and identify opportunities.Collaborated with internal departments for timely service delivery.Initiated client events for deeper relationship building.
Education
Mumbai University
Bachelor of Commerce - BCom
B.N.N College of Education
HSC
Mumbai University
Master of Business Administration - MBA
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